Pandemic Financial Planning Support & Beyond: Pay-What-You-Can Virtual Brunches
Click below to book a virtual Brunch & Budget. While our initial sessions have always been pay-what-you-can, we invite you to take that to heart during this uncertain time and truly pay what you feel you can afford at this time.
(We can also discuss non-COVID-related stuff, of course, if you have other things on your mind)
Our goal is to help ease any financial anxiety and burden so you can concentrate on staying healthy and safe for you, your family, and your community.
Our first Brunch & Budget® is the beginning of a whole new relationship with your money.
You'll walk away with:
CLARITY ON YOUR GOALS AND WHAT IT WILL TAKE TO GET THERE
What do you actually want your life to look like? We do a deep dive on what your goals and aspirations are so we know exactly what you're working towards and can plan how to get you there. It's not about giving up shopping or never going to restaurants, it's about figuring what you can do today to have the tomorrow you've always wanted.
AN UNDERSTANDING OF WHERE YOUR MONEY IS GOING AND WHY
It's never just about the money. We spend time figuring out what your money personality is and talk about how it affects every financial decision you make, from buying a coffee every day to saving for something big and exciting. Understanding your relationship with money is one of the best ways to create and keep habits that serve what you truly value.
PERSONALIZED ADVICE YOU CAN IMPLEMENT RIGHT AWAY
The nitty gritty. In our first Brunch, We will start to piece together some quick wins you can take action on that day. We won't be able to get to everything, but we'll make sure to talk about your most pressing and top of mind issues. Things like: